Elite Wealth Partners, LLC

Overview

Elite Wealth Partners, LLC is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm targets individual and family clients, providing financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. It also operates an insurance brokerage practice, which it uses alongside advisory services to deliver retirement and risk-transfer solutions. Investment activity is tilted toward liquid, low-risk holdings: cash and cash equivalents form the largest single asset bucket. At the same time the firm acts as a capital allocator into third‑party managers, allocating client capital to alternatives such as hedge funds, private placements and real estate. Fee arrangements are flexible and include percentage of AUM, hourly and fixed fees, with other fee types possible depending on client needs. The adviser is not an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.

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Location & Offices